Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | JNL/T. Rowe Price Short-Term Bond Fund diff. adviser | 72% | 0.42% | Jackson National Asset Management, LLC |
| 2 | Short-Term Bond Portfolio diff. adviser | 68% | 0.40% | Mason Street Advisors, LLC |
| 3 | T. Rowe Price Limited-Term Bond Portfolio · QAAGWX, QAAGUX | 66% | 0.50% | T. Rowe Price Associates, Inc. |
| 4 | Short Duration Bond Portfolio diff. adviser | 56% | 0.44% | Pacific Life Fund Advisors LLC |
| 5 | T. Rowe Price Short Duration Income Fund · TSDLX, TSIDX | 44% | 0.29% | T. Rowe Price Associates, Inc. |
| 6 | Strategic Advisers Short Duration Fund · FAUDX diff. adviser | 24% | 0.20% | Strategic Advisers LLC |
| 7 | T. Rowe Price Ultra Short-Term Bond Fund · TRBUX, TRSTX, TRZWX | 17% | 0.00% | T. Rowe Price Associates, Inc. |
| 8 | WisdomTree 1-3 Year Laddered Treasury Fund · USSH diff. adviser | 16% | 0.15% | WisdomTree Asset Management, Inc. |
| 9 | T. Rowe Price Ultra Short-Term Bond ETF · TBUX | 16% | 0.17% | T. Rowe Price Associates, Inc. |
| 10 | Fidelity SAI Short-Term Bond Fund · FZOMX diff. adviser | 14% | 0.21% | Fidelity Management & Research Company LLC |
| 11 | PGIM Short Duration Multi-Sector Bond ETF · PSDM diff. adviser | 13% | 0.40% | PGIM INVESTMENTS LLC |
| 12 | Short-Term Bond Fund of America · ASBAX, ASBFX, CAAFX, CFAMX, RAMAX, RAMBX, RAMCX, RAMEX, RAMFX, ASBCX, CCAMX, CEAMX, SBFFX, RMMGX, RAAEX, RAAGX, FSBTX, TTSBX, TSTBX, FTSBX, FFTSX diff. adviser | 11% | 0.29% | Capital Research and Management Company |
| 13 | ALPS | Smith Short Duration Bond Fund · SMASX, SMCMX, SMDSX, SMRSX diff. adviser | 11% | 0.49% | ALPS Advisors, Inc. |
| 14 | THRIVENT SHORT-TERM BOND FUND · LBLAX, THLIX diff. adviser | 10% | 0.44% | Thrivent Asset Management, LLC |
| 15 | THRIVENT SHORT-TERM BOND PORTFOLIO diff. adviser | 10% | 0.45% | Thrivent Financial for Lutherans |
| 16 | Build Bond Innovation ETF · BFIX | 10% | 0.45% | — |
| 17 | T. Rowe Price Total Return Fund · PTTFX, PTATX, PTKIX | 10% | 0.32% | T. Rowe Price Associates, Inc. |
| 18 | WisdomTree Short-Term Treasury Digital Fund · WTSYX diff. adviser | 10% | 0.05% | WisdomTree Digital Management, Inc. |
| 19 | Schwab Short-Term U.S. Treasury ETF · SCHO diff. adviser | 10% | 0.03% | Charles Schwab Investment Management, Inc. |
| 20 | Fidelity SAI Short-Term Treasury Bond Index Fund · FSSWX diff. adviser | 10% | 0.03% | Fidelity Management & Research Company LLC |
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